Zoraida San Juan
Wildomar,CA
Summary
Dynamic accounting professional with expertise in QuickBooks and financial statement preparation. Proven track record in enhancing customer satisfaction through exceptional service and efficient issue resolution. Skilled in bank reconciliation and 1099 filing, delivering accurate financial records while fostering strong client relationships.
Overview
14
14
years of professional experience
Work History
Accounting Bookkeeper
SmartBook Services LLC
06.2023 - Current
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled and corrected issues with financial records.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Established QuickBooks accounting system to reflect accurate financial records.
- Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Managed and responded to correspondence and inquiries from customers and vendors with excellent client support.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Knowledgeable in personal tax return fundamentals. Prepared and filed 1099s for clients.
Senior Care Advisor
Best Buy Health
10.2021 - Current
- Provided high-level customer support, handling escalations and complex inquiries to ensure customer satisfaction and issue resolution.
- Handled high call volumes efficiently, approximately 40-50 calls per day, maintaining an excellent customer experience while meeting or exceeding key performance metrics.
- Performed technical support and troubleshooting assistance, resolving customer issues related to products, services or systems efficiently.
- Collaborated with different teams, including IT, billing and sales, to resolve customer concerns effectively.
Assistant Restaurant Manager
Saliha Food Services, Inc
01.2011 - 09.2019
- Supervised all areas of restaurant to keep it clean and well-maintained.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
- Pitched in to help host, waitstaff, and bussers during exceptionally busy times such as dinner hour.
- Identified team weak points and implemented corrective actions to resolve concerns.
- Kept restaurant compliant with all federal, state, and local hygiene and food safety regulations.
- Analyzed daily sales figures and developed strategies to increase sales.
- Managed team and restaurant staff, maintaining exceptional customer service and quality standards.
- Developed unique events and special promotions to drive sales.
- Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
- Coordinated with catering staff to deliver food services for special events and functions.
Education
Certificate - Accounting Services
U.S. Career Institute
Fort Collins, CO07-2024
Bachelor of Science - Business Economics
University of Santo Tomas
Manila, Philippines03.1986
Skills
- Customer Service
- Quickbooks set-up and training
- Bank reconciliation
- Invoice processing
- Financial statements expertise
- A/P and A/R
- Personal Tax document preparation assistance
- 1099 filing
- Accounting and bookkeeping
- Payroll processing
Timeline
Accounting Bookkeeper
SmartBook Services LLC
06.2023 - Current
Senior Care Advisor
Best Buy Health
10.2021 - Current
Assistant Restaurant Manager
Saliha Food Services, Inc
01.2011 - 09.2019
Bachelor of Science - Business Economics
University of Santo Tomas
Certificate - Accounting Services
U.S. Career Institute
Similar Profiles
Rubi RoblesRubi Robles
Soldering Technician at EMS LLC (Engineering Manufacturing Services LLC)Soldering Technician at EMS LLC (Engineering Manufacturing Services LLC)
Owen MurphyOwen Murphy
Accounting Clerk at EZ Accounting Services & Tax Services LLCAccounting Clerk at EZ Accounting Services & Tax Services LLC
VIVIAN SANTILLANESVIVIAN SANTILLANES
Security Site Manager at Weiser Security Services / Securitas Security Services - Coupang Global LLCSecurity Site Manager at Weiser Security Services / Securitas Security Services - Coupang Global LLC
Adriana CastillaAdriana Castilla
Account Manager at Staffing AgencyAccount Manager at Staffing Agency
Jason WilliamsJason Williams
Clinical Counselor at Marine & Family Behavioral HealthClinical Counselor at Marine & Family Behavioral Health